Who owns FXR
Which tracked institutional funds hold FXR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
17 tracked funds added or opened FXR while 37 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FXR’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FXR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 164 tracked filers holding FXR, 59 increased or opened the position and 89 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FXR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- BNP PARIBAS FINANCIAL MARKETS$4M
- NAVELLIER & ASSOCIATES INC$1M
- GOLDMAN SACHS GROUP INC$1M
- Independent Advisor Alliance$839K
- MERCER GLOBAL ADVISORS INC /ADV$682K
- FIFTH THIRD BANCORP$545K
Full exits 15
- NewSquare Capital LLC$15M
- GTS SECURITIES LLC$2M
- Guided Capital Wealth Management, LLC$2M
- Cyndeo Wealth Partners, LLC$2M
- StoneX Group Inc.$2M
- WIN ADVISORS, INC$2M
Largest adds
- Cambridge Investment Research Advisors, Inc.$5M
- Virtue Capital Management, LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
- BANK OF AMERICA CORP /DE/$3M
- CX Institutional$1M
- JONES FINANCIAL COMPANIES LLLP$677K
Largest trims
- WELLS FARGO & COMPANY/MN$44M
- MORGAN STANLEY$22M
- UBS Group AG$7M
- DAYMARK WEALTH PARTNERS, LLC$7M
- LPL Financial LLC$6M
- ROYAL BANK OF CANADA$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 908,603 | $74M | 5.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 846,763 | $69M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 521,961 | $43M | 3.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 408,052 | $33M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 395,475 | $32M | 2.5% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC trimmed | 272,783 | $22M | 1.7% | 2026-Q1 |
| UBS Group AG trimmed | 210,863 | $17M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 158,515 | $13M | 1.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 122,713 | $10M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 111,076 | $9M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 103,682 | $8M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 101,291 | $8M | 0.6% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 96,688 | $8M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 90,180 | $7M | 0.6% | 2026-Q1 |
| Virtue Capital Management, LLC added | 82,264 | $6M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 78,332 | $6M | 0.5% | 2026-Q1 |
| Monument Capital Management trimmed | 63,885 | $5M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 59,829 | $5M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 56,957 | $5M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $4M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 40,784 | $3M | 0.3% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 38,900 | $3M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 38,358 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,210 | $3M | 0.2% | 2026-Q1 |
| Crumly & Associates Inc. | 33,874 | $3M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 33,174 | $3M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 31,409 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 31,123 | $3M | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC trimmed | 29,514 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 26,780 | $2M | 0.2% | 2026-Q1 |
| Schrum Private Wealth Management LLC | 25,663 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 25,307 | $2M | 0.2% | 2026-Q1 |
| MTM Investment Management, LLC trimmed | 24,378 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 23,313 | $2M | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 21,261 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 21,668 | $2M | 0.1% | 2026-Q1 |
| Purus Wealth Management, LLC trimmed | 20,423 | $2M | 0.1% | 2026-Q1 |
| Paragon Private Wealth Management, LLC trimmed | 20,333 | $2M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 18,983 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 18,809 | $2M | 0.1% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC trimmed | 17,731 | $1M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC | 17,233 | $1M | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 16,058 | $1M | 0.1% | 2026-Q1 |
| Apeiron RIA LLC trimmed | 16,068 | $1M | 0.1% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 15,309 | $1M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 14,648 | $1M | 0.1% | 2026-Q1 |
| CX Institutional added | 13,949 | $1M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 13,450 | $1M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 13,059 | $1M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 12,913 | $1M | 0.1% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC trimmed | 12,681 | $1M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 15,614 | $1M | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 12,558 | $1M | 0.1% | 2026-Q1 |
| Well Done, LLC | 12,135 | $991K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 10,282 | $839K | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 10,140 | $828K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 9,702 | $791K | 0.1% | 2026-Q1 |
| Asset One Wealth Management LLC | 8,835 | $780K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 8,949 | $731K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 8,551 | $698K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 8,350 | $682K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 8,269 | $675K | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp added | 7,940 | $648K | 0.0% | 2026-Q1 |
| TradeWell Securities, LLC. trimmed | 7,814 | $638K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 6,680 | $545K | 0.0% | 2026-Q1 |
| EQUITABLE TRUST CO new | 6,587 | $538K | 0.0% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC trimmed | 6,346 | $518K | 0.0% | 2026-Q1 |
| HFG Advisors, Inc. trimmed | 6,297 | $514K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 6,413 | $506K | 0.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 9,981,455 | $779M | 59.2% | 2025-Q3 stale |
| O'Dell Group, LLC added | 318,657 | $25M | 1.9% | 2025-Q3 stale |
| NewSquare Capital LLC trimmed | 183,299 | $15M | 1.1% | 2025-Q4 stale |
| Proactive Wealth Strategies LLC trimmed | 53,106 | $4M | 0.3% | 2025-Q3 stale |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 46,309 | $3M | 0.3% | 2025-Q2 stale |
| GTS SECURITIES LLC trimmed | 25,232 | $2M | 0.2% | 2025-Q4 stale |
| Guided Capital Wealth Management, LLC added | 24,027 | $2M | 0.1% | 2025-Q4 stale |
| Cyndeo Wealth Partners, LLC trimmed | 22,410 | $2M | 0.1% | 2025-Q4 stale |
| StoneX Group Inc. trimmed | 22,245 | $2M | 0.1% | 2025-Q4 stale |
| Vestmark Advisory Solutions, Inc. trimmed | 22,468 | $2M | 0.1% | 2025-Q3 stale |
| WIN ADVISORS, INC new | 19,343 | $2M | 0.1% | 2025-Q4 stale |
| Element Wealth, LLC added | 19,723 | $2M | 0.1% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 19,008 | $2M | 0.1% | 2025-Q4 stale |
| Davis Investment Partners, LLC added | 18,134 | $1M | 0.1% | 2025-Q3 stale |
| DAVENPORT & Co LLC trimmed | 18,842 | $1M | 0.1% | 2025-Q2 stale |
| WMG Financial Advisors, LLC trimmed | 17,721 | $1M | 0.1% | 2025-Q3 stale |
| Gladstone Institutional Advisory LLC trimmed | 14,174 | $1M | 0.1% | 2025-Q4 stale |
| Outlook Wealth Advisors, LLC added | 15,119 | $1M | 0.1% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC added | 13,052 | $1M | 0.1% | 2025-Q4 stale |
| Tudor Financial Inc. trimmed | 13,124 | $1M | 0.1% | 2025-Q3 stale |
| TRUST CO OF OKLAHOMA added | 12,417 | $969K | 0.1% | 2025-Q3 stale |
| TriaGen Wealth Management LLC trimmed | 11,366 | $908K | 0.1% | 2025-Q4 stale |
| Private Advisory Group LLC trimmed | 11,595 | $807K | 0.1% | 2025-Q1 stale |
| PLANNING DIRECTIONS INC new | 11,204 | $780K | 0.1% | 2025-Q1 stale |
| Dynamic Advisor Solutions LLC trimmed | 9,711 | $776K | 0.1% | 2025-Q4 stale |
| SPC Financial, Inc. trimmed | 9,468 | $739K | 0.1% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) added | 9,173 | $733K | 0.1% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. added | 8,689 | $694K | 0.1% | 2025-Q4 stale |
| Nilsine Partners, LLC trimmed | 7,265 | $580K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 6,680 | $534K | 0.0% | 2025-Q4 stale |
| Transce3nd, LLC trimmed | 6,501 | $486K | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.